Find your way around Kaiya

Open Kaiya in Microsoft Teams. Use this guide to find your conversations, results, reports and message controls.

New to Kaiya? Get started explains how to add the app and send your first request.

Layout

Select a label below an image to highlight that area. The numbers refer to the same areas on desktop and mobile.

Desktop

1

Select a label to locate it in the desktop app. View larger

Move the pointer over an icon to read its name.

Mobile

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Select a label to locate it in the mobile conversation. View larger

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Open the menu to find your conversation list. View larger

On mobile, ask Kaiya in chat to manage Instructions and Memories. Use desktop for the Personalisation page.

Reports and CRM updates appear when your firm enables access. If you need either feature, contact hello@kaiya.ai.

Conversations

Start a conversation

On desktop, select Start New Conversation above the conversation list. You can also press Control + K.

On mobile, tap + beside the menu icon or beside Recent conversations in the menu.

Keep related assignment work in one conversation. Start another conversation for a different task.

Expand or collapse the sidebar

On desktop, select Collapse sidebar beside the conversation search box. Select Expand sidebar at the top left to restore it.

Press Esc to expand or collapse the conversation sidebar. If a menu or dialog is open, Esc closes that first.

On mobile, tap the menu icon to open the conversation list. Tap the close button at the top right to return.

Rename a conversation

Open the three-dot menu beside a conversation to change its title, tags or delete it. View larger

1. Find the conversation in the list.
2. Open its More options menu, shown as three dots.
3. Select Edit.
4. Change the title.
5. Press Enter, or select outside the title, to save it.

Press Esc to cancel a title change.

Add or remove tags

Use tags to group related conversations. For example, add Acme to the brief, market research and client-update conversations.

1. Open More options beside the conversation.
2. Select Tags.
3. Open the list of tags.
4. Select an existing tag, or type a name and select Create tag.
5. Select Save.

To remove a tag, select the checked tag again before you save. On desktop, you can also select Add tag beside a conversation.

Delete a conversation

1. Open More options beside the conversation.
2. Select Delete.
3. Check that you have chosen the right conversation.
4. Select Delete to confirm, or Cancel to keep it.

You cannot restore a deleted conversation in Kaiya. Download any files and copy any text you need before you delete it.

Message formatting

Select Aa on desktop to add headings, lists, links, bold or italic text. View larger

Select Aa below the desktop message box to open the formatting toolbar. Select it again to hide the toolbar.

Mobile has no Aa button or formatting toolbar. Separate paragraphs with blank lines. Start a list with a hyphen and a space.

See Message formatting for the full toolbar guide.

Other message controls

Control	Use it to
Paperclip	Attach a document, image or recording
Brain	Turn Deep Thinking on or off
Microphone	Record a voice note or meeting
Send	Send your message to Kaiya

On desktop, press Enter to send after Kaiya finishes. Press Shift + Enter for a new line.

On mobile, tap Send. Enter adds a new line. Use blank lines and hyphens to format your message.

Read more about Deep Thinking and recordings.

Keyboard shortcuts

Use these shortcuts inside Kaiya on desktop.

Action	Mac	Windows
Start a conversation	Control + K	Control + K
Expand or collapse the conversation sidebar	Esc	Esc
Send a message after Kaiya finishes	Enter	Enter
Add a line in the message box	Shift + Enter	Shift + Enter
Make selected text bold	Command + B	Control + B
Make selected text italic	Command + I	Control + I

On Mac, use Control, not Command, for the new-conversation shortcut.

While Kaiya works, you can draft your next message. Enter adds a line during this time. Wait for Kaiya to finish before sending.

If Teams handles a shortcut instead, select inside Kaiya and try again. You can also use the matching button.

Progress and sources

Follow Kaiya's work in the progress summary. Select the summary to see actions and source links.

Select the progress summary to see the actions and sources behind it. View larger

Use the details to check which sources Kaiya has read and which actions have finished. Review the answer before you use it.

See Follow Kaiya's progress.

Open your results

Kaiya shows a preview in the conversation. Open Results from Kaiya's navigation to use the full results page.

Open Results to search the list, change columns and export your work. View larger

On mobile, Open results in chat opens a preview. Choose Results from the app menu for the full controls.

Results can include tables, charts and person profiles. Ask Kaiya in the conversation for the view or information you need.

See Search, filter, customise and export results.

Find reports and Invenias updates

Open Reports to create an assignment report or download one you made earlier. You can change, save and share report setups.

See Create an assignment report.

Open CRM updates to find plans that need your review and check previous changes. Kaiya shows each plan before you approve it.

See Update Invenias.

Personalise Kaiya

Tell Kaiya what to remember in any conversation. Ask Kaiya to save an Instruction for lasting directions, such as your preferred candidate-report structure.

You can ask Kaiya to list, save, change or delete Instructions and Memories on desktop or mobile.

On desktop, you can also open Personalisation from the notebook icon near the bottom left.

Find, add or change the Instructions and Memories Kaiya uses in your work. View larger

Instructions apply to each conversation. Kaiya recalls saved Memories when relevant to your request.

See Personalise Kaiya.

Account and usage

The sliders icon near the bottom left opens Manage. Select My usage to review your usage.

If your account has company access, My Company opens your firm's usage page. Contact hello@kaiya.ai if you need access.

Use desktop for these account controls. The mobile menu does not include Manage.

Get help

Select the question-mark icon on desktop to open Get help:

• Get help from Kaiya starts a help conversation.
• Open help.kaiya.ai opens this website.
• What's new replays the product tour.

On mobile, open the menu and tap Get help at the bottom to start a help conversation.

You can also email hello@kaiya.ai.

Kaiya's tools

Kaiya can research the web, read online sources and search leading professional networking sites or Invenias. Ask for documents, reports, spreadsheets and images based on the research, your files and the conversation.

Ask for the work you need. Kaiya chooses the tools. Use Reports to create an assignment report from one of your firm's templates.

See Kaiya's tools for what each tool does and links to its guide.

• What you can do with Kaiya
• How to work with Kaiya
• How Kaiya protects your data